User Management

This is the help text the console shows in the help panel on this page.

User Management is where a Partner Owner invites and removes the people in the partner firm. These are your colleagues, not your clients’ employees. See Roles & Permissions for the Partner Owner and Partner Manager roles.

Invite a colleague

1. Click Invite user.
2. Enter their Email address.
3. Click Send invite. Until they accept, they appear as Pending.

Remove a member

Use Remove user on a row and confirm. Your own row is marked you. With no team yet the page shows No team members yet.

Client organizations are added separately, through the Invite Center or Create Organization in the sidebar.